Address And Details

601 Congress Street , Boston, MA 02210-2805
Fund Manager Nathan Thooft
Manager Tenure 8 Years 4 Months

Strategy And Objective

To seek high total return until the fund's target retirement date, with a greater focus on income as the target date approaches. Total return, commonly understood as the combination of income and capital appreciation, includes interest, capital gains, dividends, and distributions realized over a given period of time. Under normal market conditions, the fund primarily invests its assets in underlying funds using an asset allocation strategy designed for investors expected to retire around the year 2045. The portfolio managers of the fund allocate assets among the underlying funds according to an asset allocation strategy that becomes increasingly conservative over time. John Hancock Retirement Choices at 2045 Portfolio, which is designed for investors planning to retire around the year 2045, has a target asset allocation of 82% of its assets in underlying funds that invest primarily in equity securities. The fund will have greater exposure to underlying funds that invest primarily in equity securities than will a John Hancock Retirement Choices Portfolio with a closer target date. Over time, the asset allocation strategy will change according to a predetermined glide path shown in the following chart. As the glide path shows, the fund's asset mix becomes more conservative as time elapses. This reflects the desire to reduce investment risk and volatility as retirement approaches.

Net Asset Value

as of 5:23 PM ET 09/17/2021

Performance

  • 1 Week
  • -0.48%
  • 1 Month
  • +0.30%
  • 3 Months
  • +2.27%
  • 1 Yr Return
  • +19.37%
  • 5 Yr Return
  • +20.58%

Equity Sector Breakdown

Finance 93.54%
ConsumerDurables n/a
Energy n/a
Health n/a
IndustrialCyclical n/a
NonDurables n/a
RetailTrade n/a
Services n/a
Technology n/a
Utilities n/a

Asset Allocation

Asset Type % Of Allocation
Other 92.44%
Stocks 1.10%
Cash 0.00%
Bonds 0.00%
Preferred 0.00%
Convertible 0.00%
ForeignStocks 0.00%
ForeignBonds 0.00%
ForeignHedged 0.00%
Total Net Assets 810.72 M

Risk Measures

Criteria 3 Years 5 Years 10 Years
Alpha -1.62 -1.51 -2.44
Beta 0.79 0.78 0.81
R Squared 0.97 0.96 0.95
Std Deviation 14.87 11.98 11.16
Sharpe Ratio 0.86 1.01 n/a

Purchase Information

as of 5:19 PM ET 09/16/2021
Minimum Initial $0
Minimum Additional $0
Minimum Initial IRA $0

Performance

Timeframe Average Annual Current Performance Monthly As Of 08/31/2021 Average Annual Current Performance Quarterly As Of 06/30/2021 Avg Annual Current Performance Monthly As Of 08/31/2021 Avg Annual Current Performance Quarterly As Of 06/30/2021
1 Year
  • +23.43%
  • +30.90%
+23.43% +30.90%
3 Year
  • +12.74%
  • +13.11%
+12.74% +13.11%
10 Year
  • +10.77%
  • +9.74%
+10.77% +9.74%
Life Of Fund
  • +9.99%
  • +9.88%
+9.99% +9.88%

Top 10 Holdings

Symbol Company Name % Of Assets
BND VANGUARD TOT BOND MKT IDX ETF 7.48%
0P0000VD J HANCOCK 2 STRATEGIC EQ ALLO 68.57%
VO VANGUARD MID CAP ETF 5.24%
HYLB XTRACKERS USD HI YLD CORP BD 2.32%
VCIT VANGUARD INTERM TRM CORP BD E 1.72%
VWOB VANGUARD EM MKT GOVT BD ETF 1.43%
VWO VANGUARD FTSE EMER MARKET ETF 1.35%
VHT VANGUARD HEALTH CARE ETF 1.11%
XLF FINANCIAL SELECT SECTOR SPDR 1.10%
VGT VANGUARD INFO TECH ETF 1.06%

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